CRM icon

Salesforce

2,789 hedge funds and large institutions have $179B invested in Salesforce in 2025 Q3 according to their latest regulatory filings, with 201 funds opening new positions, 1,147 increasing their positions, 1,212 reducing their positions, and 296 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less capital invested

Capital invested by funds: $209B → $179B (-$30.2B)

27% less funds holding in top 10

Funds holding in top 10: 5540 (-15)

32% less first-time investments, than exits

New positions opened: 201 | Existing positions closed: 296

Holders
2,789
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
40
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.79B
Puts
$5.79B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
2976
PAX Financial Group
Texas
PWM
2977
Puff Wealth Management
New Jersey
HWM
2978
Hobbs Wealth Management
Indiana
BCM
2979
Brown Capital Management
Maryland
IIA
2980
Integral Investment Advisors
California
CFS
2981
Coordinated Financial Services
Colorado
WWM
2982
Whalen Wealth Management
Nevada
BFF
2983
Byrne Financial Freedom
Massachusetts
OPA
2984
Old Port Advisors
Maine
BWM
2985
BCS Wealth Management
Tennessee
RE
2986
Rydar Equities
Texas
JCM
2987
Janney Capital Management
Pennsylvania
TWA
2988
Talisman Wealth Advisors
New Jersey
MPCL
2989
My Personal CFO LLC
Washington
RIA
2990
Realta Investment Advisors
Delaware
PA
2991
PSI Advisors
Florida
PFM
2992
Patton Fund Management
Texas
CGF
2993
Constant Guidance Financial
Massachusetts
SWM
2994
Sagace Wealth Management
Florida
BWM
2995
Blossom Wealth Management
California
AZ
2996
Alpha Zero
Florida
BPC
2997
Bearing Point Capital
Minnesota
CAI
2998
Capital Advisors Inc
Oklahoma
SIA
2999
SkyView Investment Advisors
New Jersey
IIM
3000
InTrack Investment Management
Vermont